Sterling Capital Equity Income Fund Class A (BAEIX)

Overview

The fund is designed to appeal to investors seeking a combination of income generation and capital appreciation through investments in equity securities. With a foundational strategy of investing at least 80% of its net assets plus any borrowings for investment purposes in equity securities, the fund focuses primarily on dividend-paying equity securities, emphasizing common stocks of companies with a proven record of increasing dividends. This approach reflects the fund's objective to provide investors not only with potential growth but also with a steady income stream. The fund is particularly suitable for those who value income alongside the potential for investment growth, offering a diversified portfolio that targets both domestic and foreign equity markets.

Products and Services

• Equity Security Investments

  This core offering involves the allocation of a significant portion of the fund's assets into equity securities, specifically targeting companies with a strong history of dividend growth. This approach is designed to provide a balance between steady income through dividends and the potential for capital appreciation.

• Dividend-Paying Common Stocks

  The fund primarily invests in dividend-paying common stocks, focusing on companies that not only provide a current income stream through regular dividend payments but also exhibit the potential for dividend increases in the future. This strategy aims to support the fund’s income generation objective while seeking capital appreciation.

• Investments in U.S. traded common stocks of foreign companies

  Expanding its portfolio beyond domestic companies, the fund also invests in U.S. traded common stocks of foreign companies, including American Depositary Receipts (ADRs). This diversification allows for a broader investment scope, tapping into the growth potential of foreign markets while maintaining the convenience and regulatory framework of U.S. traded securities. It reflects the fund's strategy to explore global opportunities for dividend growth and capital appreciation.